Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $220.9M assets / 2,878 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $308K premiums / 1,270 covered lives
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
Cash balance
Mixed - VISION SERVICE PLAN
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ST. PETER'S HEALTH 403(B) TAX-DEFERRED SAVINGS PLAN | 403(b) | $154.0M | 2,400 | 2025 |
| #001 | ST. PETER'S HEALTH CASHPLUS RETIREMENT PLAN | Cash balance | $66.9M | 478 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #506 | ST. PETERS HOSPITAL EMPLOYEE WELFARE PLAN | Mixed | VISION SERVICE PLAN | $308K | 1,270 | 2025 |